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Don't just chase your dreams
Choose to work with The Taylor Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
CFP®
Certified Financial Planner®
25 October, 2023
Taking on the biggest issues investors are talking about these days: inflation and the U.S. debt ceiling. In his Q3 update, Simon begins... Read more
18 October, 2023
After the markets posted a strong first half fueled by the promise of Artificial Intelligence and falling inflation, the realities... Read more
2 October, 2023
In this four-minute video, you’ll hear from three of our investment specialists: EdgePoint Wealth Management, Brown Advisory, and Mawer... Read more
Price is what you pay. Value is what you get. - Warren Buffett
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